Macro Outlook: Trade Escalation and Market Impact In May, the Trump administration adopted a notably aggressive stance on tariffs, alternating between new impositions and temporary suspensions. This approach has heightened volatility in financial markets and raised concerns about the [...]

April 2025 proved to be an extremely turbulent month for global financial markets, marked by sharp instability driven by the escalation of the U.S.–China trade war. The announcement by President Donald Trump on April 2 of a new round [...]

The month of March brought with it a mix of uncertainty, volatility and mixed signals from major financial markets. The common thread? Pressure, geopolitics, inflation, divergent economic policies, and investor reactions contributed to a challenging environment where caution and [...]

The month of February 2025 ended with mixed signals in global markets, amidst economic uncertainty in the United States, Europe’s resilience, and the evolution of monetary policies by major central banks. The balance between inflation, economic growth, and geopolitical [...]

The first month of 2025 confirmed the importance of politics and global macroeconomic dynamics in influencing financial markets. Donald Trump's inauguration at the White House, the return of the tariff war, and uncertainties regarding monetary policies contributed to a [...]

The year 2024 comes to a close as one marked by complex challenges and diverse dynamics, testing the resilience of global financial markets and the adaptability of economic operators. In an environment of growing uncertainty, investors have had to [...]

Donald Trump is once again President of the United States after his defeat in 2020, despite challenges related to his political legacy and ongoing legal controversies. His campaign effectively capitalized on widespread dissatisfaction with the Biden administration, particularly on [...]

October 2024 witnessed an overall positive performance in global financial markets, driven by accommodative monetary policies and a gradual improvement in investor sentiment. Recent decisions by major central banks, coupled with a stable geopolitical backdrop, contributed to a favorable [...]

In August 2024, global financial markets experienced high volatility, influenced by fears of a possible recession in the United States, an unexpected rise in interest rates in Japan, and mixed signals from major central banks. Although the end of [...]

In the second quarter of 2024, equity markets in developed countries showed more muted returns than in the first quarter, although many indices reached new all-time highs. The slowdown observed in April was not unexpected, considering the robust performance [...]